data centers

Artificial Intelligence

Oracle Regains Its Footing amid SaaSpocalypse

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Filings this week also revealed that the value of Oracle’s roughly 15% stake in the new US edition of TikTok sits at about $2.2 billion.

2 min read

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Energy

Power-Hungry AI Data Centers Electrify Utilities’ Capital Spending

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Big Tech

Why Apple No Longer Trades Like a Tech Firm

As the rest of Big Tech embark on one of the greatest capex ventures in human history, Apple is practically spending pennies by comparison.

2 min read
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Energy

Utilities Soar On Surging Power Demand From Data Centers

The good times may not last as the dynamic between AI firms and utility companies draws bipartisan scrutiny.

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Blockchain

Morgan Stanley Begins Coverage Of Bitcoin Miners As Wider Infrastructure Plays

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The bank assigned overweight ratings to Cipher Mining and TeraWulf and a more cautious underweight rating to Marathon Digital.

2 min read

Semiconductors

Qualcomm Makes a Play for AI Chip Market Dominated by Nvidia, AMD

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Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.

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Photo by Alex Shuper via Unsplash

CIO Upside

Bloom Energy, Brookfield Form $5B Partnership Reimagining AI’s Power Supply

Bloom Energy teams with Brookfield Asset Management to help cover a 75-gigawatt shortfall in US electrical power due to the AI boom.

2 min read

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